Search ResultsShowing 1 - 10 of 100+ results for "Xplan"
Iress announces changes to Xplan
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... deliver advice to their clients efficiently," said Vincent. The enhancements include: record of advice integration with Xplan, new adviser portfolio tools to enable account model construction and rebalancing and improvements to household reporting ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate better collaboration during face-to-face ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...
Financial adviser salaries revealed
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile, financial advisers with strong rapport building and effective communication ...
IRESS general manager joins advice group
JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... knowledge will be an invaluable addition to our experience base," Mancell said. "Andrew spent more than a decade with Xplan, working closely with firms like ours. Harnessing Andrew's experience in this area underlines our commitment to ...
Practifi integrates with XPLAN
KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely ...
Former Macquarie advisers have bans reduced
JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction records to reflect the false emails. Landau engaged in the ...
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset ...
Class enhances XPLAN integration
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...
PAGE:
1
2
3
4
5
6
7
8
9
10
PREVIOUS
NEXT
Link to something mR97Vl7F